Part-Time Universal Banker: Build Relationships

Citibank (Switzerland) AG; Poway (CA); On-site; USD 24,000 - 31,000; Part time

Job summary

Citibank (Switzerland) AG in Poway, CA is seeking a Part-time Universal Banker (20 hours) to assist in sales, products and service activities within the customer service team. This entry-level role aims to foster customer relationships and drive loyalty while supporting branch operations.

Responsibilities include assisting with basic account openings, handling transactions, resolving service issues, and contributing to seminars and campaigns.

Qualifications

• 1–3 years of relevant experience in retail banking.
• Previous Retail Banking or similar experience required.
• Strong written and verbal communication skills.

Responsibilities

• Assist in basic account opening for existing customer.
• Provide service delivery to internal/external customers to resolve account service issues.
• Execute financial transactions in accordance with bank policies and procedures.
• Refer opportunities to segment partners where appropriate.
• Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively.
• Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

1-3 years experience

Retail banking

Communication skills

Education

High School diploma

Job description

Citibank (Switzerland) AG in Poway, CA is seeking a Part-time Universal Banker (20 hours) to assist in sales, products and service activities within the customer service team. This entry-level role aims to foster customer relationships and drive loyalty while supporting branch operations.

Responsibilities include assisting with basic account openings, handling transactions, resolving service issues, and contributing to seminars and campaigns.